# Files

This module enables to upload and control access to files, while **employees** can view or upload files. It helps maintain structured documentation, reduces dependency on external storage tools, and ensures easy access to important records.\
\
**Features & Functionalities**

#### **File Listing Section**

The main table displays all files and folders with the following columns:

<div align="left" data-with-frame="true"><figure><img src="/files/O896CLuoChzbYBY3qdAM" alt=""><figcaption></figcaption></figure></div>

#### • Name of the File/Folder

Displays the file or folder name visible to the user.

#### • Owner

Shows the name of the Admin/SuperAdmin who uploaded or created the file/folder.

#### • Last Modified

Displays the date on which the file or folder was last updated.

#### • File Size

Shows the size of the uploaded file.\
(Folder size is calculated based on the files it contains.)

#### • Actions (Three Dots Menu)

Each file/folder has a three-dot action menu offering the following options:

* Rename — Modify the file/folder name
* Delete — Remove the file/folder permanently

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**Top Action Buttons:**

**Located at the top-right of the Files Module.**

<div align="left" data-with-frame="true"><figure><img src="/files/VOjmLp3jNKJjCDKkvsa9" alt=""><figcaption></figcaption></figure></div>

#### A. New folder:

Allows users to upload one or multiple folder.

Steps:

1. Click on New Folder.

<div align="left" data-with-frame="true"><figure><img src="/files/0hIS5WA4BE8Ob5NSR0Hh" alt=""><figcaption></figcaption></figure></div>

&#x20;2\.  A dialog box appears asking for the Folder Name.

&#x20; 3\.  Enter the desired name and click Create.

Result: A new folder is created and displayed in the list.

#### File Uploading

Multiple file uploads are supported. Files are auto-arranged by name/date.

#### Steps to Upload a File

1. **Select File Upload**\
   click on the **File Upload** option.<br>

2. **A file upload dialog box will appear on the screen.**<br>

   <div align="left" data-with-frame="true"><figure><img src="/files/GB0N2ydD2RxDXNF6IRFN" alt=""><figcaption></figcaption></figure></div>

3. **Drag and Drop or Browse File**
   * Drag and drop the file into the upload box, **or**
   * Click **Browse** to select a file from your device.

4. **Upload the File**\
   After selecting the file, click the **Upload** button to complete the process.

5. **Upload Confirmation**\
   Once the file is uploaded successfully, it will be available in the system for future reference.

#### Available Actions:&#x20;

<div align="left" data-with-frame="true"><figure><img src="/files/dNDV5eOxKTKeX6eJKRBm" alt=""><figcaption></figcaption></figure></div>

#### **Rename Files/Folders**

From the three-dot menu, users can rename items without re-uploading.

#### Delete Items

Files/folders can be permanently deleted based on access rights.

<br>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.pletox.com/files.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
